North State Bank Cash Management and Online Banking Guide for Business Accounts

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Commercial Editing a Recipient

If a recipient’s account or personal information changes, an authorized user can make those necessary edits from the Recipient Management page.

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In the Cash Management tab, click Recipients . 1. Find the recipient you want to edit and click the icon. 2. Click the icon to edit or remove a recipient’s account information. 3. Edit the recipient’s details. 4. Review the recipient’s assigned templates and how much money they receive. 5. Click the Save Recipient button when you are finished making changes.

Commercial: Editing a Recipient